NANDINI SANGARAJU
Vancouver,British Columbia
Summary
Client-focused Financial Advisor with extensive banking experience providing personalized investment, retirement, and financial guidance. Skilled in building long-term client relationships through trust-based conversations, goal discovery, and ongoing financial reviews. Known for supporting clients at different life stages by aligning strategies with risk tolerance and long-term objectives. CIFC certified with a strong foundation in retail banking and relationship management.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Scotiabank
Marathon, Ontario
08.2025 - Current
- Develop and maintain strong client relationships through comprehensive financial reviews and proactive advisory meetings.
- Conduct 50+ weekly campaign calls, converting leads into qualified meetings to drive portfolio growth.
- Provide personalized investment, retirement, lending, and credit advice aligned with client goals and risk tolerance.
- Lead structured discovery conversations to deliver needs-based and advice-driven solutions.
- Perform ongoing portfolio reviews while ensuring full compliance with regulatory and suitability standards.
- Support branch operations through effective process coordination, documentation accuracy, and cross-team collaboration.
Premium & NRI Service Relationship Manager
Axis Bank Ltd
Chennai, India
09.2015 - 10.2022
- Managed long-term relationships with premium and NRI clients by delivering personalized financial guidance.
- Conducted in-depth financial discussions covering investments, deposits, insurance, and credit solutions aligned to client objectives.
- Supported clients with planning strategies based on personal, family, and cross-border considerations.
- Served as a trusted point of contact for complex financial needs, ensuring clarity, confidence, and continuity of service.
- Maintained strong compliance, documentation, and regulatory standards while delivering high-quality client service.
Intern
Axis Bank Ltd
Chennai, India
06.2015 - 08.2015
- Supported relationship managers in client servicing and day-to-day banking operations.
- Assisted with client documentation and compliance processes to ensure accurate recordkeeping.
Customer Service Executive
First Source Pvt Ltd
Chennai, India
05.2012 - 04.2014
- Delivered professional support to banking clients by resolving service inquiries and account-related concerns.
- Built strong customer rapport through clear communication and effective problem resolution.
- Supported team operations through training assistance and service quality monitoring.
Education
CANADIAN INVESTMENT FUNDS COURSE -
IFSE Institute
Canada06.2025
MASTER OF BUSINESS ADMINISTRATION -
University Canada West
Vancouver, Canada04.2025
POST GRADUATE DIPLOMA IN BANKING SERVICES -
Manipal University
Bangalore, India05.2015
BACHELOR OF COMPUTER SCIENCE AND ENGINEERING - B. TECH
Jawaharlal Nehru Technological University
A.P., India04.2012
Skills
- Client Relationship Management & Retention
- Retirement & Investment Planning
- Needs-Based Financial Advisory Conversations
- Risk Profiling & Suitability Assessment
- Portfolio Reviews & Ongoing Financial Planning
- Regulatory Compliance, KYC & Due Diligence
- Branch Operations Support & Process Coordination
- Effective Communication & Trust Building
Languages
- English
- Telugu
- Tamil
- Hindi
Timeline
Financial Advisor
Scotiabank
08.2025 - Current
Premium & NRI Service Relationship Manager
Axis Bank Ltd
09.2015 - 10.2022
Intern
Axis Bank Ltd
06.2015 - 08.2015
Customer Service Executive
First Source Pvt Ltd
05.2012 - 04.2014
CANADIAN INVESTMENT FUNDS COURSE -
IFSE Institute
MASTER OF BUSINESS ADMINISTRATION -
University Canada West
POST GRADUATE DIPLOMA IN BANKING SERVICES -
Manipal University
BACHELOR OF COMPUTER SCIENCE AND ENGINEERING - B. TECH
Jawaharlal Nehru Technological University